13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001898772-25-000003
Total Value
$404.2M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 497,000 | $94.6M | 23.39% |
| 2 | LOUISIANA PAC CORP | LPX | 802,500 | $73.8M | 18.26% |
| 3 | ENSIGN GROUP INC | ENSG | 440,000 | $56.9M | 14.09% |
| 4 | TRANSDIGM GROUP INC | TDG | 40,500 | $56.0M | 13.86% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 229,000 | $36.7M | 9.08% |
| 6 | TRANSUNION | TRU | 366,000 | $30.4M | 7.51% |
| 7 | PROGRESSIVE CORP | 743315103 | 100,000 | $28.3M | 7.00% |
| 8 | ALPHABET INC | GOOG | 176,000 | $27.5M | 6.80% |